CBC Central Bancompany, Inc. - Class A Common Stock
$31.90
Price · Aug 19, 2026
Fundamentals as of Aug 14, 2026
52W Range
$22–$34
83% of range
Analyst Rating
BUY
9 analysts
Price Target
$34
+6% upside
P/E (TTM)
13.8
ROE
11.3%
Net Profit Margin
38.3%
CBC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$31.90
Market Cap
—
P/E (TTM)
13.8
EPS (TTM)
$1.75
Revenue (TTM)
—
Div Yield
—
ROE
11.3%
Debt/Equity
—
52W Range
$23 – $34
CBC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$1.75
2024-12-31
→
2025-12-31
Free Cash Flow
$231M
2025-12-31
→
2025-12-31
Margins
38.3%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CBC
Peer Median
P/E (TTM)
13.8
12.6
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CBC
Peer Median
Net Profit Margin
38.3%
30.9%
ROA
1.9%
1.2%
ROE
11.3%
9.9%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CBC
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CBC
Peer Median
Revenue YoY
13.8%
—
EPS YoY
25.9%
—
Net Income YoY
27.8%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CBC
Peer Median
Payout Ratio
63.1%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
63.1%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| May 22, 2026 | $0.1200 |
| Feb. 20, 2026 | $0.1200 |
CBC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
9 analysts
- Strong Buy 3 33.3%
- Buy 4 44.4%
- Hold 2 22.2%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
5 analysts · 2026-08-18
Median
$35.00
Mean
$33.70
Now
$31.90
Low
$29.50
High
$37.00
Median target
$35.00
+9.7%
Mean target
$33.70
+5.6%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.47 | $0.48 | -0.01% |
| March 31, 2026 | $0.46 | $0.44 | 0.02% |
| Dec. 31, 2025 | $0.47 | $0.46 | 0.01% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CBC | — | 13.8 | 13.8% | 38.3% | 11.3% | — |
| PB | $6.43B | 12.1 | 4.8% | 43.4% | 7.1% | — |
| WAL | — | 9.6 | 99.7% | 713.6% | 13.5% | — |
| BOKF | $7.18B | 12.9 | 6.1% | 26.6% | 10.1% | — |
| CBSH | $7.20B | 13.0 | 6.5% | 32.1% | 16.0% | — |
| VLY | — | 11.6 | 9.3% | 29.5% | 7.8% | — |
| FNB | $3M | 11.0 | 10.6% | 32.0% | 8.5% | — |
| UBSI | — | 11.7 | — | 37.5% | 8.6% | — |
| GBCI | $5.73B | 22.1 | 7.5% | 236.5% | 6.2% | — |
| HWC | $5.24B | 11.2 | 4.8% | 32.1% | 11.0% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Interest Income | $990M | $905M | |
| Pretax Income | $507M | $394M | |
| Income Tax | $116M | $88M | |
| Net Income | $391M | $306M | |
| EPS (Basic) | $1.75 | $1.39 | |
| EPS (Diluted) | $1.75 | $1.39 | |
| Shares (Basic) | 222,352,000 | 220,589,000 | |
| Shares (Diluted) | 222,352,000 | 220,589,000 | |
| EBITDA | $20M | · |
Balance Sheet 11
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Goodwill | $348M | $348M | |
| Intangibles | $3M | $7M | |
| Total Assets | $20.75B | $19.24B | |
| Deferred Tax | $12M | $0 | |
| Total Liabilities | $16.97B | $16.13B | |
| Paid-in Capital | $419M | $13M | |
| Retained Earnings | $3.48B | $3.33B | |
| Treasury Stock | $99M | $99M | |
| AOCI | $-17M | $-140M | |
| Stockholders' Equity | $3.78B | $3.11B | |
| Liabilities + Equity | $20.75B | $19.24B |
Cash Flow 16
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| D&A | $20M | $19M | |
| Stock-based Comp | $3M | $3M | |
| Deferred Tax | $-3M | $-7M | |
| Amort. of Intangibles | $3M | $3M | |
| Other Non-cash | $-162M | · | |
| Operating Cash Flow | $248M | $363M | |
| CapEx | $17M | $25M | |
| Investing Cash Flow | $-464M | $-634M | |
| Stock Issued | $403M | $0 | |
| Stock Repurchased | $0 | $12M | |
| Net Stock Activity | $403M | · | |
| Dividends Paid | $247M | $58M | |
| Financing Cash Flow | $1.04B | $-172M | |
| Net Change in Cash | $822M | $-443M | |
| Taxes Paid | $144M | $92M | |
| Free Cash Flow | $231M | · |
Profitability 5
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Net Margin | 38.3% | · | |
| Pretax Margin | 49.6% | · | |
| EBITDA Margin | 2.0% | · | |
| ROA | 1.9% | · | |
| ROE | 11.3% | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.1 | · |
Growth Rates 3
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 13.8% | · | |
| EPS YoY | 25.9% | · | |
| Net Income YoY | 27.8% | · |
Valuation (TTM) 6
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $1.02B | · | |
| Net Income TTM | $391M | · | |
| P/E | 13.8 | · | |
| Earnings Yield | 7.3% | · | |
| Payout Ratio | 63.1% | · | |
| Annual Payout | $247M | · |
Income Statement 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Interest Income | $260M | $258M | $246M | $240M | |
| Pretax Income | $147M | $144M | $118M | $123M | |
| Income Tax | $34M | $33M | $27M | $28M | |
| Net Income | $114M | $111M | $91M | $95M | |
| EPS (Basic) | $0.48 | $0.46 | $0.41 | $0.43 | |
| EPS (Diluted) | $0.47 | $0.46 | $0.41 | $0.43 | |
| Shares (Basic) | 239,264,000 | 240,315,000 | 220,059,000 | 219,947,000 | |
| Shares (Diluted) | 239,679,000 | 240,637,000 | 220,059,000 | 219,947,000 | |
| EBITDA | · | $5M | · | · |
Balance Sheet 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Goodwill | $348M | $348M | · | · | |
| Intangibles | $2M | $3M | · | · | |
| Total Assets | $20.29B | $20.46B | · | · | |
| Deferred Tax | $0 | $0 | · | · | |
| Total Liabilities | $16.43B | $16.66B | · | · | |
| Paid-in Capital | $422M | $420M | · | · | |
| Retained Earnings | $3.64B | $3.56B | · | · | |
| Treasury Stock | $138M | $131M | · | · | |
| AOCI | $-66M | $-54M | · | · | |
| Stockholders' Equity | $3.87B | $3.80B | · | · | |
| Liabilities + Equity | $20.29B | $20.46B | · | · |
Cash Flow 13
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| D&A | $5M | $5M | $5M | $5M | |
| Stock-based Comp | $2M | $1M | $664.0K | $934.0K | |
| Other Non-cash | · | $93M | · | · | |
| Operating Cash Flow | $102M | $210M | $-44M | $102M | |
| CapEx | $6M | $8M | $6M | $1M | |
| Investing Cash Flow | $-433M | $-495M | $-4M | $40M | |
| Stock Repurchased | $8M | $31M | $0 | $0 | |
| Net Stock Activity | · | $-31M | · | · | |
| Dividends Paid | $29M | $29M | $188M | $12M | |
| Financing Cash Flow | $-278M | $-402M | $-596M | $165M | |
| Net Change in Cash | $-609M | $-687M | $-643M | $308M | |
| Taxes Paid | $36M | $1M | $55M | $0 | |
| Free Cash Flow | · | $202M | · | · |
Profitability 5
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Net Margin | 40.3% | 40.6% | · | · | |
| Pretax Margin | 52.2% | 52.6% | · | · | |
| EBITDA Margin | · | 1.8% | · | · | |
| ROA | 1.1% | 1.1% | · | · | |
| ROE | 5.9% | 5.9% | · | · |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | · |
Valuation (TTM) 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Payout Ratio | · | 26.2% | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Net Income | $391M | $306M |
| Diluted EPS | $1.75 | $1.39 |
Cash Flow
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Free Cash Flow | $231M | — |
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Institutional owners (13F) 146 filers · $884.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 62 (+15 vs prior Q) | 14 (-2 vs prior Q) | 41 (+25 vs prior Q) | 31 (+1 vs prior Q) | +4.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CENTRAL TRUST Co | $229,400,373 | 7,551,033 | 25.94% | Shares |
| North Reef Capital Management LP | $139,748,000 | 4,600,000 | 15.80% | Shares |
| STATE STREET CORP | $45,135,019 | 1,485,558 | 5.10% | Shares |
| FMR LLC | $42,627,970 | 1,403,159 | 4.82% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $35,252,891 | 1,160,398 | 3.99% | Shares |
| AMERICAN CENTURY COMPANIES INC | $25,016,624 | 823,457 | 2.83% | Shares |
| Champlain Investment Partners, LLC | $24,972,907 | 822,018 | 2.82% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $22,041,330 | 724,091 | 2.49% | Shares |
| MILLENNIUM MANAGEMENT LLC | $19,599,475 | 645,144 | 2.22% | Shares |
| Azora Capital LP | $18,630,413 | 613,246 | 2.11% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $18,457,367 | 607,368 | 2.09% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18,132,060 | 596,842 | 2.05% | Shares |
| ROYCE & ASSOCIATES LP | $15,618,723 | 514,112 | 1.77% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $14,998,758 | 493,705 | 1.70% | Shares |
| Man Group plc | $13,471,981 | 443,449 | 1.52% | Shares |
| BANK OF AMERICA CORP /DE/ | $12,999,663 | 427,902 | 1.47% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $11,773,374 | 387,537 | 1.33% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $10,228,581 | 336,688 | 1.16% | Shares |
| Voleon Capital Management LP | $9,241,262 | 304,189 | 1.04% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9,060,957 | 298,254 | 1.02% | Shares |
| ATWOOD & PALMER INC | $8,568,679 | 282,050 | 0.97% | Shares |
| TWO SIGMA INVESTMENTS, LP | $8,241,517 | 271,281 | 0.93% | Shares |
| GOLDMAN SACHS GROUP INC | $7,040,140 | 231,736 | 0.80% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $6,358,534 | 209,300 | 0.72% | Shares |
| EXCHANGE TRADED CONCEPTS, LLC | $6,277,450 | 206,631 | 0.71% | Shares |
| BARCLAYS PLC | $6,179,050 | 203,392 | 0.70% | Shares |
| ALLIANCEBERNSTEIN L.P. | $6,151,174 | 256,834 | 0.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $5,585,181 | 183,844 | 0.63% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5,286,940 | 174,027 | 0.60% | Shares |
| Allworth Financial LP | $4,930,978 | 162,310 | 0.56% | Shares |
| Penobscot Investment Management Company, Inc. | $4,512,949 | 148,550 | 0.51% | Shares |
| Quantinno Capital Management LP | $3,924,488 | 129,180 | 0.44% | Shares |
| Prime Capital Investment Advisors, LLC | $3,804,791 | 125,240 | 0.43% | Shares |
| Burkehill Global Management, LP | $3,797,500 | 125,000 | 0.43% | Shares |
| NORTHERN TRUST CORP | $3,422,580 | 112,659 | 0.39% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $3,418,874 | 112,537 | 0.39% | Shares |
| SEI INVESTMENTS CO | $3,281,222 | 108,006 | 0.37% | Shares |
| SEVEN GRAND MANAGERS, LLC | $3,038,000 | 100,000 | 0.34% | Shares |
| Ghisallo Capital Management LLC | $3,038,000 | 100,000 | 0.34% | Shares |
| FIRST TRUST ADVISORS LP | $2,979,153 | 98,063 | 0.34% | Shares |
| PDT Partners, LLC | $2,929,574 | 96,431 | 0.33% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $2,467,707 | 81,228 | 0.28% | Shares |
| Sequoia Financial Advisors, LLC | $2,326,562 | 76,582 | 0.26% | Shares |
| BlueCrest Capital Management Ltd | $2,294,905 | 75,540 | 0.26% | Shares |
| Quantbot Technologies LP | $1,852,421 | 60,975 | 0.21% | Shares |
| VANGUARD GROUP INC | $1,795,758 | 74,451 | 0.20% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,719,933 | 56,614 | 0.19% | Shares |
| BW Gestao de Investimentos Ltda. | $1,680,318 | 55,310 | 0.19% | Shares |
| DARK FOREST CAPITAL MANAGEMENT LP | $1,548,560 | 50,973 | 0.18% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,469,815 | 48,381 | 0.17% | Shares |
| Rafferty Asset Management, LLC | $1,436,518 | 47,285 | 0.16% | Shares |
| Blackstone Inc. | $1,392,619 | 45,840 | 0.16% | Shares |
| MALTESE CAPITAL MANAGEMENT LLC | $1,339,485 | 44,091 | 0.15% | Shares |
| Entropy Technologies, LP | $1,145,478 | 37,705 | 0.13% | Shares |
| Trexquant Investment LP | $1,060,535 | 34,909 | 0.12% | Shares |
| CITADEL ADVISORS LLC | $1,042,581 | 34,318 | 0.12% | Shares |
| Point72 Asset Management, L.P. | $1,010,712 | 33,269 | 0.11% | Shares |
| AXQ CAPITAL, LP | $1,008,191 | 33,186 | 0.11% | Shares |
| LPL Financial LLC | $915,564 | 30,137 | 0.10% | Shares |
| DIVERSIFIED TRUST CO | $826,305 | 27,199 | 0.09% | Shares |
| Composition Wealth, LLC | $817,161 | 26,898 | 0.09% | Shares |
| Aquatic Capital Management LLC | $803,126 | 26,436 | 0.09% | Shares |
| Quadrature Capital Ltd | $719,611 | 23,687 | 0.08% | Shares |
| Summit Trail Advisors, LLC | $691,631 | 22,766 | 0.08% | Shares |
| ALEXANDER LABRUNERIE & CO., INC. | $688,897 | 22,676 | 0.08% | Shares |
| XTX Topco Ltd | $642,567 | 21,151 | 0.07% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $622,790 | 20,500 | 0.07% | Call option |
| FIRST NATIONAL BANK OF OMAHA | $608,800 | 20,000 | 0.07% | Shares |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $592,410 | 19,500 | 0.07% | Shares |
| Squarepoint Ops LLC | $575,154 | 18,932 | 0.07% | Shares |
| Aster Capital Management (DIFC) Ltd | $574,638 | 18,915 | 0.06% | Shares |
| BlackRock, Inc. | $564,673 | 18,587 | 0.06% | Shares |
| CITIGROUP INC | $456,429 | 15,024 | 0.05% | Shares |
| Machina Capital S.A.S. | $454,181 | 14,950 | 0.05% | Shares |
| RHUMBLINE ADVISERS | $420,322 | 13,836 | 0.05% | Shares |
| Brevan Howard Capital Management LP | $381,968 | 12,573 | 0.04% | Shares |
| Vanguard Global Advisers, LLC | $380,479 | 12,524 | 0.04% | Shares |
| Schonfeld Strategic Advisors LLC | $370,756 | 12,204 | 0.04% | Shares |
| PFG Investments, LLC | $332,928 | 10,959 | 0.04% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $329,200 | 10,836 | 0.04% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $323,820 | 10,659 | 0.04% | Shares |
| MONETA GROUP INVESTMENT ADVISORS LLC | $313,153 | 10,308 | 0.04% | Shares |
| FRANKLIN RESOURCES INC | $313,066 | 10,305 | 0.04% | Shares |
| Summit Financial, LLC | $306,443 | 10,087 | 0.03% | Shares |
| Renaissance Capital LLC | $302,494 | 9,957 | 0.03% | Shares |
| Eagle Bluffs Wealth Management LLC | $287,091 | 9,450 | 0.03% | Shares |
| Nuveen, LLC | $282,169 | 9,288 | 0.03% | Shares |
| Russell Investments Group, Ltd. | $255,728 | 8,418 | 0.03% | Shares |
| Keel Point, LLC | $255,526 | 8,411 | 0.03% | Shares |
| Creative Planning | $251,729 | 8,286 | 0.03% | Shares |
| Invesco Ltd. | $241,703 | 7,956 | 0.03% | Shares |
| RAYMOND JAMES FINANCIAL INC | $240,184 | 7,906 | 0.03% | Shares |
| Cetera Investment Advisers | $237,230 | 7,809 | 0.03% | Shares |
| Police & Firemen's Retirement System of New Jersey | $236,873 | 7,797 | 0.03% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $226,301 | 7,449 | 0.03% | Shares |
| CIBC Asset Management Inc | $225,754 | 7,431 | 0.03% | Shares |
| EntryPoint Capital, LLC | $222,290 | 7,317 | 0.03% | Shares |
| Midwest Trust Co | $204,943 | 6,746 | 0.02% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $169,186 | 5,569 | 0.02% | Shares |
| State of Wyoming | $157,672 | 5,190 | 0.02% | Shares |
Company insiders 17 insiders · 10 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John Thomas Ross | President, CEO | Nov. 21, 2025 P | 42,000 | 1 | 0 | $882,000 |
| James Ciroli | EVP & CFO | Nov. 21, 2025 P | 17,000 | 1 | 0 | $357,000 |
| Daniel Harold Westhues | SEVP & Chief Customer Officer | Nov. 21, 2025 P | 95,000 | 1 | 0 | $88,200 |
| Tristan Antin Thompson | Chief Commercial Banking Services and Payments Officer | Nov. 21, 2025 P | 480 | 1 | 0 | $10,080 |
| Carey Denise Schoeneberg | SVP & Chief Risk Officer | Nov. 21, 2025 P | 100 | 2 | 0 | $23,100 |
| Scott Mckinney Kellett | EVP of Wealth Management | Nov. 21, 2025 P | 27,750 | 1 | 0 | $21,000 |
| Eric Andrew Hallgren | EVP & Chief Credit Officer | Nov. 21, 2025 P | 2,500 | 1 | 0 | $52,500 |
| Russell Lee Goldammer | EVP & CIO | Nov. 21, 2025 P | 4,700 | 1 | 0 | $42,000 |
| Sam Bryan Cook | Executive Chairman | Nov. 21, 2025 P | 9,000 | 2 | 0 | $999,999 |
| Jeremy Wayne Colbert | EVP, General Counsel & Corporate Secretary | Nov. 21, 2025 P | 2,200 | 1 | 0 | $46,200 |
| Robert Marion Robuck | Director | Nov. 21, 2025 P | 47,619 | 1 | 0 | $999,999 |
| Edward Deroy Robertson Jr. | Director | Nov. 21, 2025 P | 4,550 | 1 | 0 | $95,550 |
| Richard Hays Mcclure | Director | Nov. 21, 2025 P | 11,200 | 1 | 0 | $235,200 |
| Robert Ringen Hermann Jr. | Director | Nov. 21, 2025 P | 47,619 | 1 | 0 | $999,999 |
| Charles William Digges Jr. | Director | Nov. 21, 2025 P | 5,000 | 1 | 0 | $105,000 |
| Bradley Nixon Sprong | Director | Nov. 21, 2025 P | 4,500 | 1 | 0 | $94,500 |
| Charles E Kruse | Director | Nov. 21, 2025 P | 2,500 | 1 | 0 | $52,500 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Central Bancompany, Inc. Amended & Restated Voting Trust Agreement, dated March 5, 2025, S. Bryan Cook, Robert M. Robuck, Steven W. Cook, Morgan W. Cook, The Cook Family Trust Dated December 3, 2012, Catherine O. Cook, Anne W. Cook, Sarah Cook Tryhus, Nelson C. Grumney, Jr., Mary Blair Cook Sage, Blair's Family Trust Dated May 15, 2003, Andrew Gregg Curtin Sage III, Samuel Winston Brune, Nelson C. Grumney, III, Andrew C. Grumney, Cynthia Cook Grumney, Grumney Family Trust Dated February 5, 2010 | Nov. 26, 2025 | 65.79% | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 25 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| AFMC · First Trust Exchange-Traded Fund VI… | 0.23% | 13,072 NS | May 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.09% | 2,644 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.02% | 163,448 NS | May 31, 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.02% | 70,485 NS | May 31, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.02% | 92,693 NS | May 31, 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.00% | 889 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.00% | 28,587 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 5,811 NS | May 31, 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.00% | 519 NS | May 31, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 18,356 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| ITOT · iShares Trust | — | — | Aug. 5, 2026 | Daily |
| IWS · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWR · iShares Trust | — | — | Aug. 6, 2026 | Daily |
| IWV · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWD · iShares Trust | — | — | Aug. 14, 2026 | Daily |
| IWB · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| SMMD · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | July 13, 2026 | Daily |
| IYF · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | — | — | July 20, 2026 | Daily |